China Banking News
CBaN EditorCritical intelligence on China's economy read by the world's leading hedge fund managers and global macro investors.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 242 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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chinabankingnews.comLatest Issues
How China plans to avoid a Japanese-style balance sheet recession
China’s top policymakers and pundits have expressed concern over the possibility of the economy slipping into a Japanese-style balance sheet recession that could capsize growth for decades, given the dismal condition of the housing market a...
Everything you need to know about the Chinese Politburo’s economic response to the War in Iran
On 28 April the Politburo - the de facto top decision-making authority of the Communist Party, held its first meeting in 2026 to specifically address China’s prevailing economic conditions - as well as the first such meeting since the comme...
China's fiscal spending "will only increase" in future...
Our digest on everything you need to know about China’s economic policy discussion as of Friday, 24 April, 2026.
In this edition:
- Domestic deflation has cushioned China’s economy from the shock in oil prices caused by the War in Iran,...
How China could use the War in Iran to crush deflationary inertia
As the War in Iran drags on amidst abortive efforts to conclude a peace deal, speculation mounts over which global powers stand to gain or lose most from a conflict which will determine the future trajectory of energy prices.
From the pers...
Has the War in Iran transformed China into the world’s top safe-haven investment destination?
Public discussion of the war in Iran has focused heavily upon its impacts on the balance of power between China and the United States, almost as much as it has upon the direct parties to the conflict themselves.
Speculation is rife as to w...
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The writers behind this newsletter.
Critical intelligence on Chinese economic and financial policy.
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